-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：HWM公佈第一季營收為23.13億美元（年成長19%），超出市場預期7,200萬美元；調整後每股盈餘為1.22美元（年成長42%），超出預期0.11美元。調整後EBITDA利潤率年增320個基點至32.0%，反映出商用航空航太、國防和燃氣渦輪機等業務的強勁需求。發動機產品業務表現突出，營收成長29%，利潤率提升400個基點至36.6%；燃氣渦輪機業務年增39%。管理層大幅上調了2026年業績預期，預計營收將增加5.5億美元至96.5億美元，EBITDA將增加3億美元至30.6億美元，每股收益將增加0.49美元至4.94美元。 4月完成的18億美元CAM收購案增強了公司的航空航太緊固能力，同時3.59億美元的自由現金流（年增168%）支持了3億美元的股票回購。我們認為，此次業績預期上調反映了航空航太領域的持續成長勢頭，預計未來三到五年內，受數據中心需求的推動，燃氣渦輪機市場規模將從10億美元翻一番至20億美元，這進一步印證了我們此前的觀點，即HWM受益於創紀錄的OEM訂單積壓和市場結構性利好因素。
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